Entering the financial planning industry in 2008, Lisa Scott left her corporate project management background behind to help clients achieve a better financial position in life through financial planning.
Since joining the Blue Harbour team in 2016, Lisa has sought to help her clients gain clarity on their financial position and needs through sound advice. She guides each client on how to best protect themselves and remove the uncertainty of planning their financial future.
Her approach to helping clients remove the stress of an unstable financial future has grown Lisa a loyal client base and a strong reputation in the Blue Harbour office. With a specialism in aged care advice, Lisa can assist with tailored financial planning from the carefree 20s to well into retirement.
Highly qualified with a Bachelor of Economics and a Bachelor of Laws LLB, Lisa also holds an Advanced Diploma of Financial Planning and a Diploma of Financial Services.
Lisa Scott is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190